Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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View Business Processes
Concepts
Business processes tailor the approval policies to business needs. A business process along with its parameters make an approval policy. The system provides the following out-of-the-box business process definitions:
- Simple Manager Approval — A simple approval process that requires manager approval.
- Simple External Approval — An external approval process that is controlled in an Service Manager Service Portal supplier. This process requires a supplier with external approval support.
- Manager Approval with Reminder — An approval process that requires manager approval and has a reminder email sent periodically to the approver.
- Conditional Approval — A more complex approval process with the usage of a condition.
- Parametrized Conditional Approval — A complex approval process similar to conditional approval. The start activity has a price property in the form to avoid hard-coding a price in the process.
- Advanced Approval — A more complex approval process with the usage of a sub-process, timer, and conditions.
The Organization Administrator can view business processes.
Tasks
- View List of Business Processes
- Change View
- Sort List of Business Processes
- Generate Sample Business Processes
View List of Business Processes
To view the list of business processes:
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From the Launchpad, click the Business Processes application. The Business Processes view is displayed.
The details of the business processes are displayed, including Name, Description, and whether they are published.
Tip To filter the list of business processes that are displayed, type the search criteria. Only the business processes that meet the search criteria are displayed.
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To quickly switch between published, unpublished, and all business processes, click Published Processes, Unpublished Processes, or All Processes.
Change View
Note This task assumes you are in the Business Processes view. (See View List of Business Processes for instructions.)
To change the view of the business processes:
- If you are in List View, click Grid View to see a graphical display of all business processes.
- If you are in Grid View, click List View to see a simple list of all business processes.
Sort List of Business Processes
Note This task assumes you are in the Business Processes view. (See View List of Business Processes for instructions.)
To change the sort order of the business processes:
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Open the drop-down list (at far right with default Newest).
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Select the desired sort order: Newest, Oldest, Alphabetical or Reverse Alphabetical.
Generate Sample Business Processes
Service Manager Service Portal provides sample out-of-the-box business processes that you can use directly or as templates to be customized. You may want to generate or regenerate the sample business processes in these cases:
- You would like the sample business processes for other organizations (by default, Service Manager Service Portal only generates the sample processes for the CONSUMER organization).
- You deleted a business process and would like to regenerate it.
- You modified an Service Manager Service Portal provided business process and would like to regenerate the original process. (If you want to keep the modified process, make sure to save or clone to a different name before regenerating the original process.)
Note This task assumes you are in the Business Processes view. (See View List of Business Processes for instructions.)
To generate—or regenerate—the Service Manager Service Portal provided set of sample business processes:
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Click Generate Sample Data.
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In the Generate Sample Data dialog, if desired, check the box for Generate new sample processes even if processes of the same name already exist.
Note If this box is checked, existing business processes with the same names are overwritten.
If this box is not checked, existing business processes with the same names are not updated.
- Click Generate.
The Service Manager Service Portal provided sample business processes are generated (or regenerated) according to whether the box was checked for Generate new sample processes even if processes of the same name already exist.
Related Topics